I have an issue with an excel spreadsheet I want to see if I can do without VBA just because it seems easier to implement that way. Basically, there are many columns in the sheet I want to sort. However, I merely want to look at three columns: the title column, the data column and the status column.
In a new spreadsheet, there will be four sections. Each section corresponds to 3 months of the year (ie Jan, Feb, Mar. will map to the first column on the new spreadsheet, April, May, June will map to the second column on the new spreadsheet).
Based on the date, and if the status column has the word "Finished" (in the original spreadsheet), I want to map the title to a certain column under the new spreadsheet based on the date criteria as described in the previous paragraph. So for example, if the original spreadsheet has following:
Title Date Status
Doc1 1/12/13 Finished
Doc2 2/10/13 UnFinished
Doc3 4/1/13 Finished
Doc4 3/31/13 Finished
Would map to, on the new spreadsheet:
1st Column | 2nd Column
Doc1 Doc3
Doc4
I have looked a lot into pivot tables but I can't "automate it" as much as I want to. I have gotten it down to the point where I can change the pivot tables into filtering based on date, but I want it even more automated than that. I've also tried excel formulas but that has been to no avail. Thanks for the help, I really appreciate it!
With a PivotTable it seems fairly easy to 'automate' as far as Sheet 2 as below:
but from there to the result requested is relatively 'manual' without VBA, so may not suit.
For my convenience I have changed the date formats. The PivotTable is constructed as usual/indicated without showing grand totals for rows or for columns (PivotTable Options, Totals & Filters). The Column Labels are Date with Grouping By Quarters with appropriate Starting at: and Ending at: (Group) and Collapse Entire Field (Expand/Collapse).
The formula in I6 is to convert the document count (always 1) to document name:
=IF(F6=1,$E6,"")
However, to allow room for additional quarters in the PivotTable the formula should be moved to the right. The formula would need to be copied across and down as necessary.
The process becomes more ‘manual’ with copying the results of these formulae, pasting them (with Special / Values) into a new location (in the example 2!A1) and, if required, deleting blanks.
This may be against the rules with regards to maintaining the integrity of the OP's request, but hopefully it doesn't offend :)
Here's another option.
Add another column (shame on me, I know) to the original data, and
called this Quarter. The formula that goes next to the existing data
is the following.
=IF(C2="Finished",IF(MONTH(B2)<=3,"Q1",IF(MONTH(B2)<=6,
"Q2",IF(MONTH(B2)<=9,"Q3","Q4"))),C2)
Basically, if the status is "Finished", then determine in what quarter the date is.
Create the pivot table with that data, and then add "Quarter" and
"Title" to the Row Labels (in that order)
Last thing would be to click the arrow next to "Row Labels" and select "Does not Equal" under "Label Filters". There you'll type "Unfinished" (no quotation marks). This will give you something like the image below.
From here the only manual thing you'll need to do is update the data range for the pivot table if more rows are added to the pivot table data and refresh the pivot table if the original data changes
NOTE: To address your question about sorting; after you do the steps above, you can select the Row Labels again and do an A>Z sort to get each quarter to be sorted in alphabetical order
Related
I have a Dashboard with different visuals.
Data is made up of different values for insurance companies.
I want my slicers/filters to not filter all data, but to only highlight the chosen company.
For example, in my slicer I choose the insurance ABN.
Instead of showing me the value for ABN only in my visuals, I want all other values to still be visible and ABN's value to be highlighted in the visuals.
Does anyone know how to do this?
You can use conditional formatting to achieve this. Lets say that we will change the background color to "highlight" a row (or cells, to be precise).
First, we need a slicer, which will not filter our data. We can do this by duplicating our source table, removing the unnecessary columns and making sure there is no relationship between the source and the duplicate. So if we have a source table, named Table, like this:
Right click on it and select Duplicate:
Then right click the title of the column you want to keep and select Remove Other Columns to get a list of company names only (you may also remove the duplicates, but it's not required). Then in the model delete the relation between both tables:
Now you can place a table showing company name and sales from your data source, and a slicer for company name from the duplicate table. At this point selecting values in the slicer should not affect the table.
Now you need to capture the value of the slicer and use it in a measure, which will determine should current row be highlighted or not. You can use SELECTEDVALUE for that, but note that it will give you a value only if there is a one selected in the slicer. If you want to support highlighting of more than one company, it gets a bit more complicated.
Make a new measure in your source table, like this:
Measure = IF(HASONEVALUE('Table (2)'[Company name]);
IF(SELECTEDVALUE('Table (2)'[Company name]) = MAX('Table'[Company name]); 1; 0);
IF(ISFILTERED('Table (2)'[Company name]) && COUNTROWS(FILTER('Table (2)'; 'Table (2)'[Company name] = MAX('Table'[Company name]))); 1; 0))
In case there is only one value selected in the slicer (see HASONEVALUE), then our measure will return 1 (highlight) or 0 (don't), comparing it with the current row.
Otherwise (i.e. there is no selection in the slicer, or there are 2 or more companies selected), then we will look at the filtered list of companies (Table (2)) - if it contains current row, then 1 (highlight), otherwise 0 (don't). But we will also handle the case, where there is no value selected in the slicer. In this case the list will contain all the companies, i.e. all rows will be highlighted. Here comes ISFILTERED. And at the end, if the list is filtered and current row exists in the filtered list, then 1 (highlight), otherwise 0 (don't).
Now, you need to use this measure to change the background of the column - right click each column in your table and select Conditional formatting -> Background color:
Then format by rules, where Measure >= 1 like this:
Now, when there is no selection in the slicer, there are no rows highlighted in the table:
If you select one company, it is highlighted:
It also work if there are multiple companies selected:
Thank you Andrey for your step-by-step explanation which as been incredible helpful. I'd like to follow up with a further question, particularly regarding the comment below.
"You can use SELECTEDVALUE for that, but note that it will give you a
value only if there is a one selected in the slicer. If you want to
support highlighting of more than one company, it gets a bit more
complicated."
In my model, I've linked a third table (Table (3)) to Table (2) with a many to one relationship with Table (2). Therefore when I click on Table (3), it will filter Table (2), which acts as a slicer for Table (1).
When only 1 value is filtered in Table (2), it conditionally formats the cells in Table (1). However, when more than 1 value is filtered in Table (2), conditional formatting fails.
As I'm looking to avoid manually selecting multiple values in the slicer (Table (2)), I was wondering if there's a workaround for SELECTEDVALUE such that it is able to conditionally format when I filter more than 1 value in Table (2).
Context:
I have a data set for the weights of truck and trailer combinations coming into my site over the span of a few years. I have organized my data by seasons as I am trying to prove that the truck:trailers in winter are noticeably heavier due to ice, snow, and mud. The theory is, if the tare weight is higher in this season (the weight of the truck after it empties its load) than its Avg tare weight (which I need to calculate from the data) it can be deduced that the truck:trailer combinations are coming in with extra weight that we pay for in part as some snow/ice/mud falls off in the trailer emptying process.
What I've done so far:
I've defined a custom date range for my seasons
I've grouped Truck:Trailer by: count to get a duplicates column and, all rows to keep all my details
I've filtered out every combination I've seen less than 50 times, as i want good representation for each truck:trailer combo so that I can better emphasize repeated patterns
I've added an index column to better keep track of the individuals before expanding the details
What I need to do:
I only want to work with truck:trailer combinations which have weighed in for all four seasons at least once
I need to find the average tare weight of the truck:trailer combinations based over the extended range for both summer and autumn (the dry time of the year) while preserving the raw tare data for all seasons, as I need to eventually compare the winter tare values to this average.
example of my data
When I'm finished I'd like the data to look something like this
Pivot Chart
query data
For your first question (all seasons) you can add a column that holds the distinct count of the values in [Season] for each [Driver:Trailer]. Then filter your table on that column, keeping only the 4's. To achieve this, add the following m-code to your script in the Advanced Editor. Change the part after in to #"DistinctCount Season"
#"DistinctCount Season" = Table.Join(#"insert name previous step","Driver:Trailer",
Table.Group(#"insert name previous step", {"Driver:Trailer"},
{{"DistinctCountSeasons", each Table.RowCount(Table.Distinct(_,"Season")),
type number}}),"Driver:Trailer")
Insert the name of your previous step where indicated.
For second question:
You can use a matrix-visual for that in you report. First create a measure:
[AverageTare] = AVERAGE(table'[Tare])
Then put [Season] on Rows and the [AverageTare] on Values. You can create a group (right-click on [Season] in the FIELDS-pain) called [DrySeason], to combine the values for Spring and Summer.
If that doesn't work for you, explore the AVERAGEX function.
EDIT
In excel you can use a pivottable. Put [Season] on Rows and the [AverageTare] on Values. Right-click a value in the pivottable. Select Value Field Setting and choose Average. Then select the Seasons you want to group, right-click and select Group.
EDIT 2
To add a column in the Power Query Editor that holds the average [Tare] for the [Season] in each row, add the following steps to your script in the Avanced Editor:
#"GroupedSeasonAvg" = Table.Group(#"Insert name previous step", {"Season"}, {{"AVG", each List.Average([Tare]), type number}}),
#"JoinOnSeason" = Table.NestedJoin(#"Insert name previous step",{"Season"},GroupedSeasonAvg,{"Season"},"AVGGrouped"),
#"ExtractSeasonAVG" = Table.ExpandTableColumn(JoinOnSeason, "AVGGrouped", {"AVG"}, {"SeasonAVG"})
It works something like this:
"GroupedSeasonAvg" : Creates a table with the avereges for each [Season]
"JoinOnSeason": Creates a new column with tables joining the [Season] value for each row to [Season] in the grouped table.
#"ExtractSeasonAVG": Expand each table and keep only [AVG].
I'm not a VBA coder, and I would prefer an excel formula if possible, the easiest solution will be the best one.
Test workbook screenshot
As you can see, I have plenty of columns, which are filterable.
I am attempting to retrieve an average of Column L, but I want the data to be calculated for the correct month in G3:R3.
The resulting calculation needs to be recalculated when filtered, between customers, sites, status, job type etc.
I am referencing the resulting cells in another sheet, which gives an idea of trends I can glance at, as such filtering by month in each sheet, is not an option.
=AVERAGE(IF(MONTH(E9:E1833)=1,(J9:J1833)))
This one does not update with the filtered data.
=SUM(IF(MONTH(E9:E1833)=1,J9:J1833,0)) /SUM(IF(MONTH(E9:E1833)=1,1))
This one does not update with the filtered data.
I have tried 5 different SUBTOTAL formulas, some with OFFSET, none of these produce the same result I get when checking manually.
Each worksheet has over 1,500 hundred rows, the largest is 29148 rows. The data goes back as far as 2005.
Please can someone help me find a solution?
One possible solution is to create a helper column which returns 1 if the row is visible and returns 0 if the row is invisible (or blank). This allows a bit more freedom in your formulas.
For example, if you want to create a helper column in column X, type this into cell X9 and drag down:
= SUBTOTAL(103,A9)
Now you can create a custom average formula, for example:
= SUMPRODUCT((MONTH(E9:E1833)=1)*(X9:X1833)*(J9:J1833))/
SUMPRODUCT((MONTH(E9:E1833)=1)*(X9:X1833))
Not exactly pretty but it gets the job done. (Note this is an array formula, so you must press Ctrl+Shift+Enter on your keyboard instead of just Enter after typing this formula.)
With even more helper columns you could avoid SUMPRODUCT altogether and just accomplish this by doing a single AVERAGEIFS.
For example if you type into cell Y9 and drag down:
= MONTH(E9)
Then your formula could be:
= AVERAGEIFS(J9:J1833,X9:X1833,1,Y9:Y1833,1)
There isn't a clean way to do this without at least one helper function (if you want to avoid VBA).
I know there must be a simple answer to this, but I can't find it.
I have added a couple of textboxes to a Matrix in a BIDS/SSRS report. I've given these textboxes values such as:
=Fields!WEEK1USAGE.Value
It works (after a fashion); when I run the report (either on the Preview tab, or on the Report Server site) I see the first corresponding data value on the report - but only one.
I would think that once a value has been assigned via expressions such as "=Fields!WEEK1USAGE.Value", each value would display (rows would automatically be added).
There must be some property on the Matrix or the textbox that specified this, but I can't see what it might be.
Here is how my report looks (very minimalistic, so far) in the Layout pane:
...and after running, on the Preview tab:
Obviously, I want the report to display as many rows as necessary, not just one. The textboxes do have a "RepeatWith" property, but there description doesn't sound interesting/useful/promising.
I don't see any property on the Matrix control that looks right, either.
I thought maybe the designer was only showing one row of values, and ran the report on the server, too, but there also it just shows the two values.
So what do I need to do to get all the data for a provided field?
Matrices are for display of grouped data and summary information, usually in a horizontally expanding pivot table type of format. Is a matrix really what you are after? Looking at your expression you have =Fields!Week1Usage.Value but in a matrix what I expect to see would be at least =Sum(Fields!Week1Usage.Value) or even better just =Sum(Fields!Usage.Value). Then you would have ProactDescription as your row group and the week as your column group and it would all just work out everything for you, grouping and summing by Proact vertically and expanding the weeks out horizontally.
What seems to be happening is that you have no grouping on rows or columns and no aggregation so it is falling back to the default display which is effectively the First function - it displays the first row of data and as far as the matrix is concerned it has done its job because there is no grouping.
Without knowing your problem or data, I'll make up a scenario that might be what you are doing and discuss how the matrix does the heavy lifting to solve that problem. Let's say you have usage data for multiple Proacts. Each time one is used you record the usage amount and the date and time it is used. It could be used multiple times per day but certainly multiple times in a week. So you might be able to get the times each Proact is used from a table like so:
SELECT ProactDescription, TimeUsed, Usage
FROM ProactUsage
ORDER BY ProactDescription, TimeUsed
In your report you want to show the total weekly usage for each Proact over multiple weeks. Something like this:
Proact Week1 Week2 Week3 ...
Description Usage Usage Usage ...
--------------------------------------------
Anise, Fennel 1 CT 20.00 22.50 16.35 ...
St John's Wort 15.20 33.90 28.25 ...
...
and so on. Using a dataset based on the SQL above we create a matrix and in the row group properties we group on =Fields!ProactDescription.Value and in the column group properties we group on a week expression like =DateDiff(DateInterval.Week, Fields!TimeUsed.Value, Today) and then in the intersection of the row and column we put =Sum(Fields!Usage.Value). To display the header of the column nicely put an expression like
="Week " & DateDiff(DateInterval.Week, Fields!TimeUsed.Value, Today)
The matrix automatically does all the summing by week and product and expands the weeks horizontally for as many as you are reporting. For bonus points you can also put totaling at the end of the columns and the rows to show the total use of that Proact for the period (row total) and total use of all Proacts in that week (column total).
i'm writing a program at work for a categorizing issue.
i get data in the form of CODE, DESCRIPTION, SUB-TOTAL for example:
LIQ013 COGNAC 25
LIQ023 VODKA 21
FD0001 PRETZELS 10
PP0502 NAPKINS 5
Now it all generally follows something like this...the problem is my company supplies numerous different bars. So there are like 800 records a month with data like this. My boss wants to breakdown the data so she knows how much we spend on a certain category each month. For example:
ALCOHOL 46
FOOD 10
PAPER 5
What I've thought of is I setup a sort of "data-base" which is really a csv text file that contains entries like this:
LIQ,COGNAC,ALCOHOL
LIQ,VODKA,ALCOHOL
FD,PRETZELS,FOOD
FD,POPCORN,FOOD
I've already written code that imports the database as a worksheet and separates each field into its own column. I want excel to look through the file and when it sees LIQ and COGNAC to assign it the ALCOHOL designator. That way I can use a pivot table to get the category sums. For example I want the final product to look like this:
LIQ013 COGNAC 25 ALCOHOL
LIQ023 VODKA 21 ALCOHOL
FD0001 PRETZELS 10 FOOD
PP0502 NAPKINS 5 PAPER
Does anyone have any suggestions? My worry is that a single point expression match to JUST the code i.e. just to LIQ without a match to COGNAC as well would maybe result in problems later when there are conflicting descriptions? I'd also like the user to be able to add ledger entries so that the database of recognized terms grows and becomes more expansive and hopefully more accurate.
EDIT
as per #Marc 's request i'm including my solution:
code file
please note that this is a pretty dumb-ed down solution. i removed a bunch of the fail-safes and other bits of code that were relevant to a robust code but not to our particular solution.
in order to get this to work there are two parts:
the first is the macro source code
the second is the actual file
because all the fail-safes are removed, the file needs to be imported to excel exactly the way it appears. i.e. Sheet1 on the googleDoc should be Sheet1 on the excel, start pasting data at cell "A1". before the macro is run, be sure to select cell "A1" in Sheet1. as i said, there are implementations in the finished product to make it more user friendly! enjoy!
EDIT2
These links suck. They don't paste well into excel.
If your comfortable with it I can email you the actual workbook. Which would help in preserving the formatting etc.
Use a lookup table in a separate sheet. Column A of the lookup sheet contains the lookup value (e.g. PRETZELS), Column B contains the category (FOOD, ALCOHOL, etc). In the cells where you want the category to show up in your original sheet (let's use D3 for the result where B3 holds the "PRETZELS" value), type this formula:
=VLOOKUP(B3,OtherSheet!$A$1:$B$500,2,FALSE)
That assumes that your lookup table is in range A1:B500 of a worksheet named "OtherSheet".
This formula tells Excel to find the lookup value (B3) in column A of your lookup and return the corresponding value from column B of your lookup table. Absolute references (the $) ensure that your formula won't increment cell references when you copy/paste the formula in other cells.
When you get new categories and/or inventory, you can update your lookup table in this one place by just adding new rows to it.